Risk Profiles (Content Integration & System Configuration)

Modified on Mon, 21 Mar 2022 at 12:12 AM

*Please note that only users with the Company Administrator role can enable Content Integrations.

In the Attitude to Risk section, it is possible to describe the client’s ATR by selecting a relevant risk profile.

ATEB Compliance risk profiles are available to ATEB Suitability customers.

To make these risk profiles available in the wizard they must be enabled. To enable these, go to the System Configuration page in the dashboard and select the Risk Profiles so that they are in the ‘Risk Profile enabled’ column in the ‘Risk Profiles Setting’ section of the page. 

In the screen capture below, the ATEB Compliance risk profiles are enabled.

Alternatively, it is possible to enable them by clicking on the toggle button for the Risk Profiles on the Content Integrations page.

The screen capture below shows the Risk Profilers area in the Content Integration page for ATEB Compliance.

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